Christian specializes in working with businesses with regards to their health and ancillary insurance plans as well as their 401(k) and retirement programs, and also assists multiple school districts with their 403(b) and 457 plans. Christian also works with individuals and families to provide them with financial planning and wealth management strategies.
He holds Series 7 (General Securities Representative), Series 66 (Uniform Investment Adviser - Combined State Laws) securities registrations as well as Life, Health, and Accident licenses. He has earned the AIF® (Accredited Investment Fiduciary®) designation.
Christian received his Bachelor of Business Administration degree in Finance from Northwood University. He also received his Master of Business Administration degree from the Richard DeVos Graduate School of Management. Christian’s hobbies and personal interests include playing sports, especially baseball, playing guitar, and partaking in any kind of water sport.
* Christian Whitehead is a Registered Representative of Geneos Wealth Management, Inc. member FINRA & SIPC.